In this episode of Poised for Exit, we are excited to be joined again by Heide Olson, Founder & CEO All In One Accounting for Part 2 of the conversation on preparing a company’s books and operations for a successful transition. Heide explains why clean financials, accurate month-end closes, reconciled balance sheets, and meaningful budget reviews are essential to telling a credible story that buyers and stakeholders can trust.

Our discussion explores the key metrics every business should track, how technology and automation can save time and reduce risk, and why having a second set of eyes on financials strengthens confidence and value. Heide also highlights the difference between running a lifestyle business and building a transferable asset by sharing real client stories that show how timely reporting can uncover risks and create opportunities.

Ultimately, behind every set of numbers is a narrative, and when that story is clear, consistent, and well-documented, it builds confidence for owners, inspires trust from buyers, and sets the stage for a successful transition!

 
Connect with Heide here

Learn more about All In One Accounting here

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor