See Us MOB

S3E6: Big Enough To Matter, Small Enough To Care


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🎙️ Big Enough To Matter, Small Enough To Care: Nicole Davis & Karina Biehl on See Us Mob! 🌟


In this episode, Nicole Davis and Karina Biehl from Key Private Bank join the conversation to discuss how business owners can prepare for one of the most important transitions in their journey—succession and exit planning. They explore the emotional side of leaving a business, the impact of family dynamics, and why communication and early planning are essential for a smooth transition.

The discussion also highlights how Business Advisory Services help owners build strong systems, navigate complex decisions, and prepare their companies for long-term sustainability and eventual transition.


🔗 Learn more about Nicole Davis and Karina Biehl and their work:
🌐 Website: key.com/kpb
✉️ Email: [email protected] | [email protected]


📍 Don’t miss this episode on business advisory services, succession planning, and supporting small business owners through transition! 🚀


Chapters

00:00 Introduction to KeyBank's Role in Small Business

02:51 Understanding Business Advisory Services

05:27 The Emotional Journey of Business Exits

08:25 Life After Business: Transitioning and Identity

11:20 The Importance of Family Dynamics in Business

14:13 Preparing for Business Succession

17:02 Building a Sustainable Business for Sale

19:47 The Need for Systems and Procedures

22:50 Communication and Transparency in Business

25:44 Engagement with KeyBank's Services

28:29 Final Advice for Business Owners

...more
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See Us MOBBy Allison Harrison