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In this episode of Poised for Exit, Kari Voorhees, founder and president of Voorhees Law Group, estate planning attorney, and fellow CEPA, explains why estate planning must be integrated into the broader exit planning process. Kari shares how her father’s brain cancer diagnosis led him to sell his …
In this episode of Poised for Exit, father-and-son team Joe Strazzeri and Sal Strazzeri of Strazzeri Mancini explore succession from a perspective they know both professionally and personally. After years of helping successful business owners and families navigate complex transitions, Joe is now ap…
In this episode of Poised for Exit, Bob Morse, VP Community Business Banker with MidCountry Bank, joins the show to discuss what lenders look for from business owners preparing for a sale and from buyers seeking financing for an acquisition. A business can be profitable and still create headaches w…
In this episode of Poised for Exit, Andy Schwandt of True North Mergers & Acquisitions offers a preview of the 2026 M&A Summit, an annual event bringing together business owners and advisors for a day focused on preparing, positioning, and planning for successful business transitions. The c…
Vastutamatussäte: Sellele lehele manustatud taskuhäälingusaade ja kunstiteosed pärinevad Julie Keyes-lt, mis on selle omaniku omand ja ei ole seotud ettevõttega Listen Notes, Inc.