Best Certified Exit Planning Advisor Podcasts (2024)

1
Women Contractors Who Grow Their Companies by Growing Their Networks 25:52

1d ago25:52

25:52

Women Contractors Who Grow Their Companies by Growing Their Networks We had the honor of interviewing two women from the Association of Women Contractors in today's episode! Barb Lau, its Executive Director, and Missy Scherber, an AWC member and Co-founder of Scherber Excavating. It was a fabulous conversation! AWC was founded by a small group of w…

1
From Failure to Family Business Success: Brian Bush’s Journey 22:41

7h ago22:41

22:41

In this episode, we sit down with Brian Bush, the owner of Elite Media Team, to discuss his entrepreneurial journey. Brian shares how he navigated business failure early on, the lessons he learned, and how that shaped his approach to building a successful media agency. He talks about the importance of work-life balance, adapting to industry changes…

1
Restoring History: How John Chan’s Durable Restoration Company Preserves the Past 25:33

10h ago25:33

25:33

In this episode, we sit down with John Chan, the co-owner of Durable Restoration, a company specializing in historic roofing and restoration work. John shares the fascinating journey of how his company evolved from a small slate repair business to a renowned expert in preserving and restoring some of the most iconic and historic buildings around th…

1
Embracing Risk and Adaptability: Lessons from Lisa Niekamp-Urwin’s 22-Year Entrepreneurial Journey 15:45

10h ago15:45

15:45

In this episode, we sit down with Lisa Niekamp-Urwin, the founder, president, and CEO of Tomorrow's Technology Today. Lisa shares her entrepreneurial journey, from being laid off in the corporate world to starting her own business in 2002. She discusses the misconceptions she had about running a business, the importance of work-life balance in a ra…

1
The Corporate Transparency Act: What you Need to Know 24:32

1d ago24:32

24:32

The Corporate Transparency Act: What you Need to Know Our guest for today's show is Scott Seiler, Founder and Partner at Seiler Law. Scott and his team practice in the areas of business M&A, employer representation, and several other related practice areas that pertain to the needs of entrepreneurs. The requirements for filing under the Corporate T…

1
Advice from 22-Year-Old CEO Franco Kraiselburd: Balancing Innovation and Work-Life Balance 25:52

3d ago25:52

25:52

In this episode, we sit down with Franco Kraiselburd, the 22-year-old founder and CEO of Asclepii, a medical device startup. Franco shares his journey from a scientist background to becoming a young entrepreneur, the challenges he's faced, and the lessons he's learned about balancing technical expertise with business leadership. He offers advice fo…

1
RISR: Empowering the Business Owner's Most Trusted Advisor 22:18

2h ago22:18

22:18

RISR: Empowering the Business Owner's Most Trusted Advisor We talked today with Jason Early, the Founder and CEO of RISR, a tool used by advisors to business owners looking to understand the value of their companies and what they can do to maximize a future exit. Jason is not new to the M&A space. Through his various leadership roles, he's become w…

1
Entrepreneurial Journey: How Kelly Settle Transformed from Social Worker to Successful Commercial Photographer 21:46

2h ago21:46

21:46

In this episode, we sit down with Kelly Settle, the owner of Kelly Ann Photography, to discuss her entrepreneurial journey. Kelly shares how she transitioned from a career in social work to becoming a successful commercial photographer, highlighting the lessons she's learned along the way. From adapting to industry changes like the shift from film …

1
A Small Business Owner's Journey: Jeffrey G. Meyers on Balancing Culture, Mental Health, and Succession Planning 21:33

8d ago21:33

21:33

In this episode, Todd sits down with Jeffrey G. Meyers, CEO and owner of DS Architecture, to discuss his entrepreneurial journey. Jeffrey shares his experiences transitioning from a large corporate firm to a small business, the importance of company culture and work-life balance, and his personal struggles with mental health. He also provides insig…

1
How to Best Utilize a Board of Directors for your ESOP Company 20:51

3h ago20:51

20:51

How to Best Utilize a Board of Directors for your ESOP Company Today's show featured a return of CFO, Andy Yetzer of YTS Companies and one of his Independent Board Members, Ken Saddler, who's also a Fractional CFO and former guest as well. We covered a topic on how best to use your Board in an ESOP. YTS Enterprises is the owner of three companies a…

1
SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale Proceeds 23:01

2d ago23:01

23:01

SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale Proceeds Our episode today featured Christine Schmidt and Julie Westbrock, advisors with Trust Point. Both are heavily involved with business owner clients; one from the Family Office area and the other from the Wealth Management area. Today's topic was no…

1
From Tech to Teaching: Carrie Saunders' 20-Year Journey in E-Commerce 20:20

25d ago20:20

20:20

Join us as we sit down with Carrie Saunders, partner at BCS Engineering and host of the 'E-commerce Made Easy' podcast. With over 20 years of experience helping online businesses thrive, Carrie shares her journey from grad school entrepreneur to industry veteran. Learn about maintaining work-life balance, adapting to industry changes, and the impor…

1
Private Equity Insights: Growing Small Businesses with Brendan Anderson 25:36

4d ago25:36

25:36

In this episode, we sit down with Brendan Anderson, founder of ScaleCo Capital, a private equity firm focused on micro-cap companies. Brendan shares his journey from commercial banker to business owner and investor, offering valuable insights on entrepreneurship, work-life balance, and strategies for business growth. He discusses Scale Capital's ap…

1
From Academia to Entrepreneurship: Building an Accounting Firm with Paul Pahoresky 16:34

12d ago16:34

16:34

In this episode, Todd interviews Paul Pahoresky, Managing Member of PRP & Associates. Paul shares his journey from academia to entrepreneurship, discussing the challenges of starting and running an accounting firm. He offers insights on building a strong team, maintaining work-life balance, and staying innovative in a traditional industry. Paul als…

1
From High School Dropout to Real Estate Mogul: Engelo Rumora’s Entrepreneurial Journey 24:01

12d ago24:01

24:01

In this episode, we sit down with Engelo Rumora, co-founder and CEO of Oz Realty. Engelo shares his inspiring journey from high school dropout to successful real estate investor and entrepreneur. He discusses his move from Australia to the US, his experiences flipping over 1000 properties, and the valuable lessons he's learned about perseverance, h…

1
Reluctantly Resilient: Tools for Building Resilience in Transition 26:31

1M ago26:31

26:31

Reluctantly Resilient: Tools for Building Resilience in Transition Author and CEO, Chrissy Myers joined us today on Poised for Exit. Chrissy's experiences in family business transition (her own) coupled with the services she delivers for business owners made for a very interesting interview! Chrissy's family firm is 50 years old. She bought it in 2…

1
A Conversation with John Rampe, President and CEO of Torque Transmission 16:13

19d ago16:13

16:13

In this episode, Todd interviews John Rampe, President and CEO of Torque Transmission, about his career journey in a small manufacturing business. John discusses how he worked his way up from sales and took on various roles, and shares insights into the opportunities and challenges of running a small business. He also offers advice on evaluating ne…

1
From Two Trucks to Multi-Facility Operations: Adam Oakerson's Journey in Logistics 19:47

19d ago19:47

19:47

This episode features an interview with Adam Oakerson, president of Extreme Express, a logistics company that has grown from two trucks to over 75 employees across multiple facilities. Adam shares his background in public health and what inspired him to take over a small transportation company in 2018. He discusses the challenges of growing the bus…

1
Lessons from a Serial Entrepreneur: An Interview with Terrence McCarron of OpinionRoute 18:21

2M ago18:21

18:21

In this episode, host Todd Expert interviews Terrence McCarron, CEO and founder of OpinionRoute, a survey operations company and technology platform. Terrence shares the story of how he started his business after identifying problems in the market research industry. He discusses the challenges of scaling a business and building a leadership team. T…

1
Lessons Learned: Navigating Company Culture during a Business Sale 24:30

2M ago24:30

24:30

Lessons Learned: Navigating Company Culture during a Business Sale Today's episode featured Brent Peterson, Founder and President of several companies over the years, and most recently a firm called ContentBasis. Brent shared his exit story with us today that he believes could have been so much better, had he known then what he knows now! Of course…

1
An Entrepreneurial Journey: A Conversation with Peter Kubasek of ArkMalibu 25:46

1M ago25:46

25:46

This episode features an interview with Peter Kubasek, founder and managing partner of ArkMalibu, an investment bank focused on representing one-time sellers. Peter discusses his family history in entrepreneurship, the spark that led him to start his own business, and some of the challenges of growing a successful company over 33 years. He also sha…

1
A Story of Leadership Under Pressure: Greg Brown on Taking Over Malta Dynamics 20:02

1M ago20:02

20:02

This episode features an interview with Greg Brown, president of Malta Dynamics. Greg shares his story of unexpectedly taking over leadership of the company after the previous president passed away. He discusses the challenges of stepping into the role with little preparation but a strong belief in the company's vision. Greg also provides insights …

1
Building Generational Wealth Through ESOPs: The Tax Benefits to Selling To An ESOP 40:34

2M ago40:34

40:34

The latest episode of THE EXIT Podcast, titled "Building Generational Wealth Through ESOPs," features host Brett Dearing, Certified Exit Planning Advisor and guest David Jasmund, Managing Director at PCE Investment Bank discussing the intricacies and advantages of selling a business to an Employee Stock Ownership Plan (ESOP). They delve into the be…

1
Why Culture Matters when you're Poised for Exit 21:29

2M ago21:29

21:29

Why Culture Matters when you're Poised for Exit Our guest for today's episode is Dave Sparkman, Founder and Culture advisor with Spark Your Culture Advisory Services. Dave's corporate and accounting background (as a former CPA with Arthur Andersen) have served him well in his advisory practice. His biggest project to date was in leading the Culture…

1
The Most Common Pitfalls to Avoid When Selling Your Business 25:11

3M ago25:11

25:11

Welcome to this special edition of THE EXIT Podcast, hosted by Brett Dearing. Today, Brett guides business owners through the crucial preparatory steps and strategies needed for a successful sale of their business. In this episode, Brett unveils the three most common mistakes business owners make during a sale--lack of financial preparedness, absen…

1
Tax Strategies to Maximize After-Tax Proceeds of a Business Sale 22:45

3M ago22:45

22:45

Tax Strategies to Maximize After-Tax Proceeds of a Business Sale We had the pleasure of interviewing Greg Carlson, CPA partner with Boyum Barensheer who specializes in tax strategies for privately held companies. Greg has been working with owners for over 30 years and he could really share some stories. His work has surely made a significant impact…

1
Leading Through Change: Tim Pallay’s Journey 18:45

2M ago18:45

18:45

This episode features Tim Pallay, President of Duracote Corporation, a small coating and laminating company. Tim shares his career journey from intern to president, the challenges of leading through the pandemic, and his plans for future growth. Listeners will learn how Duracote has innovated its product offering, focused on aviation markets, and p…

1
Next Level Collaboration in Exit Planning: Dealmakers and Manufacturers Team up for Better Owner Outcomes! 23:50

3M ago23:50

23:50

Next Level Collaboration in Exit Planning: Dealmakers and Manufacturers Team up for Better Owner Outcomes! We had the pleasure of welcoming two guests, representing two different industries, but working together to achieve better outcomes for their manufacturing business clients. Kevin Szozda, Director of Strategic Relationships with Sunbelt Busine…

1
Entrepreneurship, Innovation, and Business Growth: Joe Martin's 30-Year Journey 21:54

2M ago21:54

21:54

This episode features an interview with Joe Martin, founder, and president of MartinCSI, an industrial control systems integrator. Joe shares his journey of starting the business in 1993 after recognizing an unmet need in the market. He discusses the challenges of running a small business, including managing growth and operational issues. Joe also …

1
Using Data to Drive Decisions for Growth, Acquisitions and Exit 25:26

3M ago25:26

25:26

Using Data to Drive Decisions for Growth, Acquisitions and Exit Our guest for this episode is Luke Komiskey, Founder and CEO of DataDrive, a data analytics company who enables its clients to make fast, informed decisions through the use of data and AI! Luke says he's always been an entrepreneur at heart and has enjoyed the challenge of starting and…

1
An Engineer's Journey to Entrepreneurship: A Conversation with Jim Rader of Project Technologies and Services 16:33

2M ago16:33

16:33

This episode features an interview with Jim Rader, founder and president of Project Technologies and Services. Jim shares his journey from working as an engineer for other companies to starting his own business. He discusses some of the challenges of making the transition to entrepreneurship and building a company. Jim also offers advice for aspiri…

1
A Story of two Brothers, their Music and their Give-Back Mission 23:44

3M ago23:44

23:44

A Story of two Brothers, their Music and their Give-Back Mission It all started for Julie when she attended a Christmas Concert by the O'Neill Brothers that impressed her so much, she decided to invite them to be on the show. Both brothers are accomplished musicians; mostly piano, and have had their music downloaded over 2 Billion times worldwide! …

1
Building a Business from Scratch: Henry Bogg's Journey from $15K Startup to Successful Exit 11:13

3M ago11:13

11:13

This episode features Henry Boggs, owner of MRB Services, as he shares his entrepreneurial journey of starting a manufacturing business with only $15,000 and building it into a $2.1 million company over 7 years. Henry discusses the challenges of flexibility, adapting to change, and knowing when it's time to exit. Listeners will learn from Henry's e…

1
A Financial Advisor’s Journey from Global M&A to Private Business Clients 24:46

4M ago24:46

24:46

A Financial Advisor’s Journey from Global M&A to Private Business Clients Today we had the pleasure of interviewing Jeremy Weston, a financial advisor with Edward Jones whose unique background sets him apart in the financial advisory space. Jeremy's education in Business Finance first led him to work for large manufacturing corporations, primarily …

1
A Partnership Exit Strategy where Everyone Wins 28:14

4M ago28:14

28:14

A Partnership Exit Strategy where Everyone Wins Our guest Host for today was Chris Jones, President of True North M&A. Chris interviewed his firms' advisor, Tim Schinke and Tim's client, Dan Sundin. Dan is the co-founder and CEO of Innovative Technology Partners (ITP), a managed services tech company in the Twin Cities. Dan and his partners, Andy a…

1
Building our "All Star Network" with Cathy Paper 25:16

4M ago25:16

25:16

Building our "All Star Network" with Cathy Paper Cathy Paper has been teaching best practices in meaningful connections for many years and we were happy to have her on the show again today, because we know that Business Development and building a network that fosters it can be very challenging; regardless of the industry! If you have sales people o…

1
Mark’s Story: Building a Women's Soccer Franchise in Columbus 25:25

3M ago25:25

25:25

In this episode, Mark Wise shares his journey from coaching youth soccer to founding the Columbus Eagles FC women's soccer franchise. Listen as Mark describes falling in love with the game and pursuing his passion, even as early attempts at professional women's soccer leagues failed. Hear how Mark learned important business lessons and worked to bu…

1
Brian Wilson’s Lessons from a Family Business: Navigating Change and Growth as a Second Generation Entrepreneur 25:14

3M ago25:14

25:14

In this episode, Brian Wilson shares his journey taking over the family business North American Coating and discusses the challenges of being a second generation entrepreneur. He talks about learning from his father's mistakes as the business struggled with complacency, and the steps he took to revitalize the company. Brian also provides valuable i…

1
Leadership Transition and Growth Strategies for Small Businesses with Monica Lewis 19:47

3M ago19:47

19:47

This episode features Monica Lewis, president of J.S. Brown and Co., a residential remodeling contractor in Ohio. Monica shares her journey transitioning from design to sales and eventually becoming a business owner within the company. She discusses her gradual transition to full ownership and strategies for thoughtful, purposeful growth. Monica al…

1
Kendall Qualls and TakeChargeMN: Making Black Lives Better! 25:23

4M ago25:23

25:23

Kendall Qualls and TakeChargeMN: Making Black Lives Better! It's been a few years since Kendall Qualls was in the studio, so it was great to have him back again. Kendall is the Founder and President of TakeChargeMN, a nonprofit described as "a Coalition supporting Blacks in the pursuit of American core principles". Their foundational approach inclu…

1
CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's! 21:39

5M ago21:39

21:39

CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's! Our episode today featured a guest co-host with Kyla Hansen, Partner at JAK CPA's and Sponsor of the Poised for Exit Show! Kyla's client, YTS Companies, became an ESOP in 2021 with the help of JAK's team and Kyla's expertise. Kyla invited YTS CFO, Andy Yetzer…

1
Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and Advice 23:27

5M ago23:27

23:27

Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and Advice Our guest today was Steve Juetten, CFP and Founder of Bridgegate Partners, a firm who specializes in succession and exit for owners of financial advisory practices. Steve's background in M&A prior to becoming a CFP really gave him a great window on how to prepa…

1
Tiger 21: Your Personal Board of Directors 25:48

5M ago25:48

25:48

Tiger 21: Your Personal Board of Directors Our guest today was Bonnie Speer McGrath, Chair of the Minneapolis chapter of Tiger 21, a ultra-high net-worth peer group for entrepreneurs, investors and executives. Bonnie's background and role as a peer group facilitator are quite different from the typical facilitator profile, since her members are all…

1
Building The Right Succession Plan For Your Business and Your Family 47:49

5M ago47:49

47:49

Succession planning is the most commonly used phrase business owners and advisors use when talking about preparing for the transfer of ownership. The harsh reality about succession planning is it's seldomly implemented, discussed amongst business partners or shared with family members. On this episode of The EXIT, we will hear a heartfelt story fro…

1
Misbeliefs about Private Equity Partnership: Success Stories Revealed! 25:48

5M ago25:48

25:48

Misbeliefs about Private Equity Partnership: Success Stories Revealed! We had the pleasure of hosting Shane Slominski on today's episode, who is a partner with Tonka Bay Private Equity Partners in the Twin Cities. Shane has been in the PE space with Tonka Bay for 18 years, and prior to that was a practicing CPA in the M&A space with Arthur Anderson…

1
Building a Successful Video Production Business with Wade Clark 22:49

5M ago22:49

22:49

Todd sits down with Wade Clark, co-founder of Cleveland Video Company, to discuss his journey starting a successful video production business straight out of college. Wade shares how a class assignment sparked the idea to turn their video skills into an entrepreneurial venture. He discusses the challenges of scaling a growing business and finding r…

1
An Entrepreneur's Journey: Michael Fillios on Building IT Ally from Fortune 500 Executive to Tech Company Founder 24:38

5M ago24:38

24:38

This episode features an interview with Michael Fillios, founder and CEO of IT Ally. Michael shares his non-traditional path to entrepreneurship, from starting his career in accounting to becoming a Fortune 500 CIO. He discusses the experiences that led him to start IT Ally and the company's evolution from fractional CIO services to serving private…

1
Adapting to Market Changes and Finding New Opportunities in the Textile Industry with Michael Frankhauser 23:44

5M ago23:44

23:44

Michael Frank Hauser, owner of Carriage House Printery, discusses his on-demand fabric printing business and the challenges of entrepreneurship. He shares how he started the business with his wife five years ago and their journey adapting to market changes. Michael talks about issues like rising costs, interest rate hikes, and competing with larger…

1
How CEO Peer Groups can get you "Poised for Exit" 25:34

5M ago25:34

25:34

How CEO Peer Groups can get you "Poised for Exit" Our guest for this episode is John Palen, CEO and Founder of Allied Executives, a long running executive peer group in the Twin Cities. When John's career led him to a place where he sought his own peer group for some professional guidance and feedback, he couldn't find what he was looking for. With…

1
Navigating Challenges and Staying Innovative: A Conversation with Community Bank CEO Chad Hoffman 25:03

5M ago25:03

25:03

This episode features an interview with Chad Hoffman, President and CEO of Ridgewood Banking Company. Chad discusses the important role that community banks play in small towns and with small businesses. He shares some of the biggest challenges small business owners face today, as well as the challenges banks face from increasing regulations. Chad …

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Certified Exit Planning Advisor Podcasts

Podcasts Worth a Listen

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