In this episode of Poised for Exit, Jon Marquet from Trust Point shares invaluable insights into the essential strategies for a successful business exit. As an expert in retirement planning and business transitions, Jon provides expert advice on what business owners need to consider as they approach one of the biggest decisions of their careers.Jon discusses the importance of early and comprehensive financial planning to ensure a smooth exit, covering everything from trust & estate planning to reducing tax burdens and aligning personal financial goals with business goals. He emphasizes how business owners can benefit from understanding and implementing specific trust instruments, as well as preparing for life after the exit.The conversation also touches on strategies for business owners to get their businesses and themselves ready for a sale or transition, ensuring they not only achieve financial success but also prepare for a fulfilling post-exit life.If you’re a business owner planning to exit or simply want to ensure you’re on the right path, this episode is for you! 🔗Find Trust Point Inc. here: jmarquet@trustpointinc.com  📧 Find Jon Marquet here: www.trustpointinc.comConnect with <a href='https://www.linkedin.com/in/juliekeyes/'>Julie Keyes</a>, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

In this episode of Poised for Exit, Jon Marquet from Trust Point shares invaluable insights into the essential strategies for a successful business exit. As an expert in retirement planning and business transitions, Jon provides expert advice on what business owners need to consider as they approach one of the biggest decisions of their careers. Jon discusses the importance of early and comprehensive financial planning to ensure a smooth exit, covering everything from trust & estate planning to reducing tax burdens and aligning personal financial goals with business goals. He emphasizes how business owners can benefit from understanding and implementing specific trust instruments, as well as preparing for life after the exit. The conversation also touches on strategies for business owners to get their businesses and themselves ready for a sale or transition, ensuring they not only achieve financial success but also prepare for a fulfilling post-exit life. If you’re a business owner planning to exit or simply want to ensure you’re on the right path, this episode is for you! 🔗Find Trust Point Inc. here: jmarquet@trustpointinc.com 📧 Find Jon Marquet here: www.trustpointinc.com Connect with Julie Keyes, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

In this episode of Poised for Exit, Jon Marquet from Trust Point shares invaluable insights into the essential strategies for a successful business exit. As an expert in retirement planning and business transitions, Jon provides expert advice on what business owners need to consider as they approach one of the biggest decisions of their careers.Jon discusses the importance of early and comprehensive financial planning to ensure a smooth exit, covering everything from trust &amp; estate planning to reducing tax burdens and aligning personal financial goals with business goals. He emphasizes how business owners can benefit from understanding and implementing specific trust instruments, as well as preparing for life after the exit.The conversation also touches on strategies for business owners to get their businesses and themselves ready for a sale or transition, ensuring they not only achieve financial success but also prepare for a fulfilling post-exit life.If you’re a business owner planning to exit or simply want to ensure you’re on the right path, this episode is for you! 🔗Find Trust Point Inc. here: jmarquet@trustpointinc.com&nbsp; 📧 Find Jon Marquet here: www.trustpointinc.comConnect with <a href="https://www.linkedin.com/in/juliekeyes/" rel="noopener noreferrer">Julie Keyes</a>, Keyestrategies LLC Founder, Consultant, Author, Pod-caster and Instructor

Unlocking the Path to a Smooth Business Exit

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.

Business

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.

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