Best Certified Exit Planning Advisor Podcasts (2025)

1
Fit For Transition 27:54

5d ago27:54

27:54

As co-owner of Hi Tempo Sports and founder of the Foot Lab, Brad Nelson brings over four decades of entrepreneurial experience rooted in grit, persistence, and a deep commitment to customer well-being. From starting out in ski boot fitting to becoming a certified pedorthist, Brad has built a business legacy grounded in service and innovation. In th…

1
EP 1: The 4 Types of Buyers 18:06

6d ago18:06

18:06

Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how understanding the four main types of buyers can help you plan a smoother, more successful exit. Joe breaks down the key differences between individual buyers, strategic buyers, financial buyers, and internal buy…

1
Business Exit Mastery Part 2: Avoid Pitfalls and Maximize Value with David Barnett 22:49

7d ago22:49

22:49

Thinking of selling your business as part of your retirement plan? Don’t list it like a house and hope for the best. In this episode, David Barnett is back on the show. He's a business consultant, author, and former business broker. He breaks down exactly what it takes to prepare, structure, and sell a business successfully. David shares the full p…

1
Business Exit Mastery Part 1: Avoid Pitfalls and Maximize Value with David Barnett 22:21

7d ago22:21

22:21

In this episode, Joe is joined by David Barnett, a seasoned expert in buying and selling small businesses. If you’re thinking about selling your business—now or in the future—this one’s for you. David shares the biggest slip-ups owners make when trying to sell, like overpricing based on emotion instead of cash flow, and not realizing what buyers ac…

1
Advisors, Agendas, and the Fear of Letting Go 25:16

11d ago25:16

25:16

As Managing Broker at VR Business Brokers of the Twin Cities and a Certified Business Appraiser, Young Bebus brings a rare mix of financial expertise, strategic insight, and deep empathy to her work with founders. After immigrating from South Korea and reinventing her career more than once, she now helps business owners make confident, well-informe…

1
What Works in Family Business Succession 28:55

18d ago28:55

28:55

Succession in a family business isn’t just about passing the torch. It’s about building the right foundation to support the next generation and protect the legacy for years to come. In this episode, Dr. Jeremy Lurey, Founder and CEO of Family Legacy 1st, returns to the show to share what actually works when it comes to family business transitions. …

1
Sales Tax and What Sellers Overlook 23:44

25d ago23:44

23:44

In this episode of Poised for Exit, we’re joined by Muthu Periakaruppan, CPA and President of MP Sales Tax, to dive into a topic that’s often overlooked but critical when preparing to sell a business: sales and use tax. Muthu explains how many business owners, especially in industries like manufacturing, life sciences, and trucking, unknowingly ove…

1
The Business and Exit Planning Simplified 1:59

1M ago1:59

1:59

The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strateg…

1
You’re Doing LinkedIn Wrong: A Proven Sales Strategy 28:30

1M ago28:30

28:30

In this episode of Poised for Exit, we're joined by Colin Hirdman, entrepreneur, strategist, and co-founder of Rainmaker, to explore the untapped potential of LinkedIn as a true growth engine for business. Colin shares his entrepreneurial journey, from launching his first company just weeks after college to co-founding Monkey Island Ventures and he…

1
Why Transparency and Trust Are Your Best Exit Strategies 29:19

1M ago29:19

29:19

In this episode of Poised for Exit, we’re joined by Cindy Leines, founder of CEL Marketing, a firm dedicated to helping mission-driven organizations communicate with purpose and build lasting trust. With decades of experience in strategic communications, branding, and reputation management, Cindy brings a unique perspective to the exit planning con…

1
Estate and Tax Planning for Business Exits 28:38

2M ago28:38

28:38

In this episode of Poised for Exit, we’re joined by Cindy Mclagan and Jonathon Lansink from John A. Knutson & Co., PLLP. We sit down for an insightful conversation on estate and tax planning for business owners preparing to exit! Jonathon and Cindy address why proactive estate and tax strategies are critical for protecting generational wealth and e…

1
Private Equity With Purpose 29:05

2M ago29:05

29:05

In this episode of Poised for Exit, we’re joined by Leah Berend, founder and managing partner of Marrin Investment Partners, a private equity firm focused on investing in and growing purpose-driven businesses. Leah shares her unique journey from a background in leadership and due diligence to founding her own firm, one that’s rooted in integrity, w…

1
What Your Numbers Are Telling You 26:33

2M ago26:33

26:33

In this episode of Poised for Exit, we’re joined by Heide Olson, founder and CEO of All in One Accounting, a firm specializing in fractional CFO, controller, and accounting services for businesses and nonprofits. Heide shares her entrepreneurial journey, the lessons she learned while growing her company, and the critical role that financial systems…

1
The Human Side of a Successful Exit 20:33

2M ago20:33

20:33

In this episode of Poised for Exit, we explore the often overlooked human side of exit planning, where leadership, culture, and legacy intersect. Our guest, Chuck Cooper, founder of Whitewater Consulting and author of The Family Business Blueprint, shares a wealth of experience helping family-owned businesses navigate the complexities of succession…

1
The Ultimate Sale: Building Value and Living with Intention 29:00

2M ago29:00

29:00

In this episode of Poised for Exit, we sit down with Justin Goodbread, a lifelong entrepreneur who has built and sold multiple businesses and now coaches others to do the same. From launching his first company at 15 to achieving several seven-figure exits, Justin shares the biggest lessons he has learned about increasing company value, planning a s…

1
The Power of Professional Collaboration in Exit Planning 26:38

3M ago26:38

26:38

In this episode of Poised for Exit, we’re joined by Michael Hubsmith of True North M&A and Mark Cheeley of Synergy Wealth Management, two seasoned professionals whose 15-year collaboration has helped countless business owners plan smarter, sell stronger, and retire confidently. Michael and Mark share real-world insights on how aligning M&A expertis…

1
How to Prepare Your Sales Process for Exit 24:04

3M ago24:04

24:04

In this episode of Poised for Exit, Tony Morse, CEO of Proliferate Performance & Profit, shares key insights for preparing your sales process for a successful exit. Tony dives into the critical importance of building a scalable sales program that operates independently of the founder, making the business more transferable and attractive to potentia…

1
Unlocking the Path to a Smooth Business Exit 25:02

3M ago25:02

25:02

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. Jo…

1
Leading Through Change: Balancing AI, Innovation, and Workplace Culture 24:24

3M ago24:24

24:24

With a unique background in leadership, organizational strategy, and academia, Moira Petit brings fresh insight into the evolving relationship between AI and human leadership. As the co-founder and partner of Activ8 LLC and ProjectWe, she has firsthand experience in leading organizations through change. In this episode, we dive into how technology …

1
The Power of Partnership in Business 27:13

4M ago27:13

27:13

With extensive experience in entrepreneurship and business investment, Jeff Porubcan and Jeff Thurston bring valuable insights into navigating partnerships and scaling businesses successfully. In this episode, we explore the challenges and rewards of co-ownership, as well as the key factors that contribute to a thriving business partnership. As par…

1
Succession Strategies: From Family Business to Legacy 35:52

4M ago35:52

35:52

With a background in law and expertise in mediation, Amy Wirtz brings a deep understanding of the challenges family businesses face when transitioning leadership. Our conversation explores how businesses evolve from single-family ownership to multi-generational enterprises, requiring new skill sets, structured leadership, and strategic planning. Am…

1
Inside Scoop: Updates, Insights, & Future Plans 21:11

4M ago21:11

21:11

The week on the Poised for Exit podcast, I take the mic for a solo episode to share exciting updates for 2025! After nearly six years and approaching our 300th episode, I wanted to take this time to personally connect with you - our valued listeners - and give you an inside look at what's happening this year. First, I extend my gratitude to our inc…

1
Building a Lasting Legacy: Succession & Strategy in Family Business 29:08

4M ago29:08

29:08

Keeping a family business thriving across generations isn’t easy, but Dr. Jeremy Lurey knows how to make it happen. As Founder and CEO of Family Legacy 1st, he’s spent over 20 years guiding family enterprises through leadership transitions, governance, and exit planning. Jeremy shares why succession planning is about more than just handing over the…

1
Leaving the System Behind: Dr. Aaron Boster's Story of Starting His Own MS Practice 24:09

4M ago24:09

24:09

Today I am excited to be joined by Dr. Aaron Boster, the founder of the Boster Center for Multiple Sclerosis. Dr. Boster is a multiple sclerosis neurologist who took an unplanned entrepreneurial journey, leaving academia and a large healthcare system to start his own standalone MS center. In this interview, we'll dive into Dr. Boster's background, …

1
Exit Session: Discover How Scott Berger Successfully Sold His Family's Business, An HVAC Service Company to a Strategic Buyer 1:09:42

4M ago1:09:42

1:09:42

Join us for another enlightening episode of THE EXIT Podcast, where we explore the intricate process of selling a family business. Our guest, Scott Berger, President of Arista Air Conditioning, shares his personal journey through the complex maze of a business exit. From the initial consideration to sell, to the final steps of the transaction, Scot…

1
Exit Smarter: The role of CEO Peer Groups in Business Transitions 31:00

5M ago31:00

31:00

In this week’s episode, we sit down with Tina Corner Stolz, founder of LXCouncil and author of Your Seat at the Table, for an insightful conversation about the power of peer advisory groups in exit planning. Selling a business is one of the biggest financial and personal transitions an owner will ever face, and having a strong peer network can make…

1
Disrupting the Trades Gap: How Alex Hogan is Innovating in Construction Staffing" 38:30

5M ago38:30

38:30

Today, we're excited to be joined by Alex Hogan, the president of two construction staffing companies - three PL and Flex Crew. Alex has an interesting entrepreneurial journey to share. Rather than pursuing a traditional corporate career path, Alex was invited by the CEO of the parent company, Watertown Enterprises, to join the business. In our con…

1
Your Personal Plan: The Missing Link to a Great Exit! 23:18

5M ago23:18

23:18

Our guest for this episode is Cindy Jennings, Founder of Interwovenly, a firm specializing in turning owners’ aspirations into post-exit action plans! Cindy has been leading owners and executives in creating their ideal personal plan for many years. She's seen many owners regret their decision to sell, and for reasons that have nothing to do with h…

1
Adapting Digital Tools for Political and Business Success with Adam Hyland 53:42

5M ago53:42

53:42

In this episode, Adam Hyland, founder of Ekanova and Go Nova, provides an inside look at his dual-focused marketing agency. Adam explains how his company leverages digital tools to drive political and commercial campaigns, noting the unique complexities of the political space. He shares strategies for building engaged email lists, adapting to marke…

1
EPI's Chapter Network: A Vital Resource for Owners and Advisors! 22:28

5M ago22:28

22:28

Our special guest today is none other than Todd Krough, incoming President of the Twin Cities Metro Area EPI Chapter. Todd is also a financial advisor and wealth planner with MN Bank & Trust and is a CEPA as well. Todd has been an active member of the Chapter, almost since its inception in 2016. Our discussion today revolved around how the Chapter …

1
From Employee to Entrepreneur: How Jordan Danko Built a Thriving Design Services Firm 37:05

5M ago37:05

37:05

In this episode, Jordan Danko shares the inspiration behind starting his own company, the challenges he's faced in transitioning from an employee to a business owner, and the strategies he's employed to maintain work-life balance. He also discusses how he's innovating his business model to stay relevant in a constantly evolving industry. Whether yo…

1
Guiding Sellers to a Seamless Exit 26:08

5M ago26:08

26:08

In this episode of Poised for Exit, we’re joined by Ruba Khairi and Ahmed Mousa, a dynamic husband-and-wife team of business brokers at Sunbelt Business Advisors. Their journey into business brokerage is anything but ordinary. In 2018, they were prospective buyers themselves, exploring business ownership before being drawn to the world of business …

1
From Start Up to Sustainability: Nate Sheen Shares His Advice for Fellow Entreprenuers 20:23

5M ago20:23

20:23

Today, we're excited to be joined by Alex Hogan, the president of two construction staffing companies - three PL and Flex Crew. Alex has an interesting entrepreneurial journey to share. Rather than pursuing a traditional corporate career path, Alex was invited by the CEO of the parent company, Watertown Enterprises, to join the business. In our con…

1
Is an ESOP Right for You as a Liquidity or Exit Planning Strategy? 28:07

6M ago28:07

28:07

Our featured guest in this episode is Leslie Lauer, Managing Director and Senior Portfolio Manager at RBC Wealth Management. Leslie specializes in ESOPs, and shared some highlights of her years of experience as a trusted advisor. Leslie's background in banking and accounting was the foundation for her career path to advising on deal structure for E…

1
You are the Prize: Attracting Buyers vs Soliciting Them 28:23

6M ago28:23

28:23

Our guest for this show is Rick Brimacomb, CEO and Founder of Brimacomb Capital and Club Entrepreneur. Rick has been involved in deal-making and Venture Capital investments for many years, and he shared how he has become so successful. Rick's approach is as a side-by-side confidante and close colleague to the owners of the companies he invests in. …

1
"Saying 'No' to Grow: Lessons in Entrepreneurship from Auctioneer Andy White" 16:28

6M ago16:28

16:28

In this episode, I'm joined by Andy White, the owner and auctioneer at RES Auction Services. Andy has been in the auction industry for over 22 years, and has grown his company RES Auction Services to specialize in real estate, heavy equipment, construction, and agricultural equipment auctions. In this in-depth interview, Andy shares his entrepreneu…

1
Early Stages of a Generational Transition: Mother and Daughter share their story 25:28

6M ago25:28

25:28

JTeleconnections, or "JTel" has been in business for nearly 30 years. We had the pleasure of hosting two of the partners in the company, who happen to be family members. Mother and daughter team, Jody and Paige Weinberg joined us for this episode of Poised for Exit. We talked about how they are working toward Paige taking over the business in the f…

1
Pivoting and Adapting: How Peggy Gruenke Grew CPN Legal to 30 Employees 24:35

6M ago24:35

24:35

In this episode, Peggy Gruenke, the founder and co-owner of CPN Legal. Peggy has an incredible entrepreneurial journey to share - from her background in computer science and managing law firms, to starting her own bookkeeping business for the legal community. Over the course of our conversation, Peggy will discuss what sparked her decision to becom…

1
From The Vault: Private Investigators and Dealmakers are Teaming up More Often than Ever! 26:48

6M ago26:48

26:48

From The Vault: Private Investigators and Dealmakers are Teaming up More Often than Ever! We covered an unusual topic in this episode, that we learned wasn't so unusual afterall. Private investigations within the M&A space. As buyers and sellers become more leary of the trustworthiness between them during dealmaking, the advisory team is completing…

1
From The Vault: Why Acquisition Entrepreneurs Should Know Pari Passu (who?) 27:34

6M ago27:34

27:34

From The Vault: Why Acquisition Entrepreneurs Should Know Pari Passu (who?) We had John Thwing, "The SBA Guy" in the studio today to talk about SBA financing for acquisitions of small businesses. When it comes to entrepreneurship, John says "don't start one, buy one!" When the deal makes sense from all the fundamental angles, John says it's always …

1
Family Owned Business with a Non-Family Leader: Recipe for Success! 26:02

7M ago26:02

26:02

In this episode of Poised for Exit, we had the honor of interviewing Mike Moroz, President and CEO of Walters Recycling and Refuse. A man with years of C level leadership experience in a variety of industries, who has really made his mark using his ability to scale companies, whether public or private! Mike says that working for family business as …

1
Proactive Exit Planning through Internal Collaboration 25:54

7M ago25:54

25:54

Our show today featured Randy Van Rooyen and Jon Marquet, both with Trust Point, but in different roles. Randy is a financial advisor and in charge of strategic relationships for the firm, and Jon, a JD, is in charge of business development for its three locations in LaCrosse and Eau Claire Wisconsin, and Minneapolis Minnesota. The firm practices i…

1
Women Contractors are Trailblazing Entrepreneurs! 25:08

7M ago25:08

25:08

We had the pleasure of welcoming Barb Lau to the show in this episode. Barb is the Executive Director of the Association of Women Contractors. Barb has been the ED for AWC since 2008 and lots has changed since then. AWC was founded by 10 trailblazing women in the construction industry back in 1995; that's right, AWC turns 30 years old in 2025! Beca…

1
What's New in Death and Taxes? 26:10

7M ago26:10

26:10

Christopher Burns, Estate attorney and partner with Henson Efron returned to the show in this episode to talk about a couple of current matters pertaining to business owners. First, the Tax Cuts and Jobs Act (TCJA) will sunset on Dec 31, 2025. Since we're post election, the concern over the sunsetting of this law will likely be eliminated, since Pr…

1
The Proven Framework to Scale a Durable Business 28:38

8M ago28:38

28:38

Our guest today is a man who epitomizes entrepreneurship; Dan Bowling, President of The Genesis Company. The Genesis Company provides end-to-end solutions for entrepreneurs by bringing their brands and ideas to retail. The framework they use is one Dan adopted from Marc Lore, a markedly famous serial entrepreneur he's followed for many years. Using…

1
Quarterbacking Your Exit Through Your Trusted Advisor 24:32

8M ago24:32

24:32

Our guest in this episode is Mark Cheeley, Financial Advisor and President of Synergy Wealth Management. Mark and his Ameriprise team work with a lot of business owners, many of whom are in the throes (or should be) of exit planning. Most financial advisors work with individuals, so their knowledge of the exit process is limited or non-existent, an…

1
Julie Talks about her Game Changing Programs for Advisors! 21:11

8M ago21:11

21:11

In this episode, Julie shared the content of her popular virtual programs for advisors. But why? As Julie says “when you lack a process for this work, you will lose opportunities to generate additional revenue. Not only that, but your client also misses out.” She says "Your clients need you to know how to navigate the exit planning process and for …

1
ProjectWE: Human Centric AI 24:57

8M ago24:57

24:57

Our guests for this episode are David Matenaer and Erik Gabrielson, two of the Co-founders of ProjectWE, a firm that creates customized AI platforms for SMB's. David and Erik have been collaborating on projects for many years, and when they came together to form a partnership around some online education they were developing, they realized it neede…

1
Two Sides of the Same Coin: "The Paradox of Prosperity" and "Exit Regret" 23:32

9M ago23:32

23:32

Our guest in this Poised for Exit episode is Ryan Haag, who has been a financial advisor for over 20 years. Ryan has spent his career working with family businesses and a variety of entrepreneurs, learning a great deal about the pitfalls they face as they navigate their lives from start up to retirement. So many of the experiences he's faced with c…

1
Building Inclusive and Secure Digital Spaces with ADA & Cyber Compliance 27:43

9M ago27:43

27:43

We featured two special guests in this episode: Don Raleigh, RevOps Manager at Evolve Systems, and Chris Steffl, partner with CyberFin. The collaborative work they're doing in the ADA and Cyber Compliance space was our topic of discussion. ADA Compliance, as we know, is the lawful way to accommodate people with disabilities who wish to peruse your …

Podcasts Worth a Listen

Certified Exit Planning Advisor Podcasts

Podcasts Worth a Listen

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