Best Certified Exit Planning Advisor Podcasts (2025)

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

3d 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
#578 The Complete Guide to Estate Planning 20:29

5d ago20:29

20:29

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain why every adult—single or married, wealthy or not—needs a will and a revocable living trust. Learn the practical steps for setting up your estate plan, naming a trustee, and ensuring your assets stay protected and your wishes are followed. Here are some of …

1
Estate and Tax Planning for Business Exits 28:38

10d 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

17d 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
#577 Which LLC is Right for Your Business 36:59

18d ago36:59

36:59

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take a deep dive into the six LLC structures every entrepreneur, investor, and licensed professional should understand. Whether you're starting a business, protecting rental properties, or building wealth with a high-net-worth strategy, this episode breaks down how…

1
What Your Numbers Are Telling You 26:33

24d 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
#576 How to Set Up a Family Office Without Being Ultra-Rich 16:23

25d ago16:23

16:23

In this episode of the Main Street Business Podcast, Mark J. Kohler shows how simple board meetings and a strategic plan can supercharge your finances. He explains how to turn ordinary family gatherings into legitimate, tax-deductible business meetings that strengthen your entity structure. Get inspired to organize your goals, sharpen your decision…

1
#575 How to Turn NIL Deals Into Long-Term Wealth 31:21

30d ago31:21

31:21

In this episode of the Main Street Business Podcast, Mark J. Kohler and Max Merritt reveal how NIL athletes can turn short-term earnings into long-term wealth. From forming an LLC to electing S corp status and leveraging mega Roth strategies, they lay out the playbook every young athlete—and their advisors—should follow. Here are some of the highli…

1
The Human Side of a Successful Exit 20:33

1M 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

1M 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
#574 Stock Market Falls - 3 Strategies to Take Advantage and Build Wealth 8:00

1M ago8:00

8:00

In this video, I break down 3 strategies to help you navigate a market downturn: 1) The market always comes back – History shows us time and time again that corrections are normal and the market recovers. The key is staying invested. 2) Tax loss harvesting – This is a powerful tool to offset gains and reduce your tax bill. I’ll show you how to do i…

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

1M 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
#573 How to Exit Your Business The RIGHT Way w/ Chris Van Dusen 30:15

2M ago30:15

30:15

In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes Chris Van Dusen to unpack the biggest mistakes business owners make when trying to sell—and how to avoid them. From cleaning up your books to understanding your true enterprise value, this is your roadmap to a smarter exit. Here are some of the highlights: Mark and Chris e…

1
#572 LLC Masterclass: Everything Every Business Owner Should Know! 35:47

2M ago35:47

35:47

In this episode of the Mainstreet Business podcast, host Mat Sorensen kicks off the LLC Masterclass series with the questions every entrepreneur, investor, and side hustler needs answered: Do you actually need an LLC? How do you set one up the right way? What about paying yourself? How many LLCs should you have? And which state should you form it i…

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

2M 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
#571 How to Raise Money For Your Real Estate Deals w/ Hunter Thompson 43:55

2M ago43:55

43:55

In this episode of the Main Street Business Podcast, Mark J. Kohler welcomes real estate investor Hunter Thompson to uncover how to raise capital legally and effectively in today’s skeptical, high-interest market. From 506(c) strategies to scaling with the fund-of-funds model, this is a must-listen for serious investors. Here are some of the highli…

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

2M 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
#570 Should I Be Afraid to File a Tax Extension (Listen before April 15) 1:07:30

2M ago1:07:30

1:07:30

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen show how a tax extension can reduce stress, cut audit risk, and buy you time for smart tax moves. Get the facts on key deadlines, solo 401(k)s, and what to do now if you’re behind. Here are some of the highlights: Mark emphasizes that filing an extension gives time…

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

2M 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

3M 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
#569 Tax Lawyer QnA: Strategies The Rich Use to Avoid Paying Taxes 50:48

2M ago50:48

50:48

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen dive into listener questions about tax and business planning. From maximizing deductions on rental properties to creative financing strategies for commercial real estate and smart ways to restructure an LLC, they address the biggest tax and business concerns entrep…

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

3M 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
#568 Asset Protection and Privacy: Reality or Illusion? 41:06

3M ago41:06

41:06

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen give you the blueprint for bulletproof asset protection. From LLCs to trusts to holding companies, find out the smart, cost-effective strategies that work without the extra fluff. Here are some of the highlights: Mark & Mat break down the biggest asset protection s…

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

3M 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
#567 BOI Is Officially Dead! 14:07

3M ago14:07

14:07

BOI Reporting Fines Canceled for U.S. Citizens & Businesses! Big news for U.S. business owners! The Treasury Department has announced that U.S. citizens and domestic businesses will not face fines or penalties for failing to file Beneficial Ownership Information (BOI) reports after new deadlines are set. Last week, FinCEN confirmed that updated BOI…

1
#566 Can an RV be Deducted on Your Taxes? (RV Tax Strategies for 2025) 18:58

3M ago18:58

18:58

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down tax-saving strategies for RV owners in 2025! Whether you're a weekend warrior or a full-time traveler, learn how to turn your RV into a business asset, claim deductions, and keep more money in your pocket. Here are some of the highlights: Mark and Mat pr…

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

3M 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
#565 The Secrets To Taking Over ANY Niche w/Wendy Starland 36:03

3M ago36:03

36:03

In this episode of the Main Street Business Podcast, Mark J. Kohler sits down with music industry icon Wendy Starland to talk about the dark side of streaming services. Learn why & how artists are being shortchanged and how her new platform, Music Soul, is creating a fairer, brand-integrated ecosystem for musicians, fans, and businesses alike. Here…

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

3M 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

3M 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
#564 The BOI is Back! 99% of Small Business Owners Must File By March 19th 18:30

3M ago18:30

18:30

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain FinCEN’s BOI requirement and what it means for LLCs and corporations. With compliance deadlines approaching fast, they provide expert guidance on how to file properly and avoid costly fines. Here are some of the highlights: Mark and Mat discuss the recent d…

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

3M 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

3M 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

4M 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
#563 Open Forum - HSA's, Picking a CPA, Venmo & More 44:25

4M ago44:25

44:25

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen answer your top tax and legal questions. From choosing the right tax advisor (without overpaying for empty credentials) to navigating HSAs, S corp taxation, and solo 401(k) limitations—this episode is packed with practical strategies to keep your business and inves…

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

4M 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

4M 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
#562 How to Sell Your Business and Save on Taxes 12:07

4M ago12:07

12:07

In this episode of the Main Street Business Podcast, Mark J. Kohler explains how to successfully transition out of your business while maximizing value. From setting up a seamless family succession plan to making your business more appealing for a third-party sale, he shares practical steps to ensure a smooth and profitable exit. Tune in for expert…

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

4M 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
#561 The Step-By-Step "Zero-Tax" Blueprint For Business Owners 28:27

4M ago28:27

28:27

In this episode of the Main Street Business Podcast, Mark J. Kohler shares the blueprint for tax-efficient business ownership. He explains why smart bookkeeping is key, how to leverage deductions, and when to transition from an LLC to an S corp for optimal tax savings. If you’re tired of overpaying the IRS, this episode is a must-listen! Here are s…

1
Guiding Sellers to a Seamless Exit 26:08

4M 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
#560 How Business Owners Hold a Family Board Meeting 10:59

4M ago10:59

10:59

In this episode of the Main Street Business Podcast, Mark J. Kohler uncovers the secret to saving big on taxes and strengthening your business—the family board meeting. Discover how to legally write off travel, meals, and payments to family members, while staying compliant and building financial security. Mark breaks down the process step by step, …

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

4M 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

4M 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
#559 Retroactive S-Election for 2024: Why & How 21:55

4M ago21:55

21:55

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen share powerful insights on why converting your LLC to an S corporation is a game-changer for tax savings. They discuss the crucial tax advantages, the importance of structuring income properly, and walk you through the filing process. Find out how you could potenti…

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

5M 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
#558 The 1 Year Rule: How The Rich Dominate Business 35:32

5M ago35:32

35:32

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain how to create a comprehensive, actionable plan for the year ahead. They discuss the value of aligning your goals with a long-term vision and offer tips for making measurable progress while staying flexible enough to adapt as needed. Here are some of the hig…

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

5M 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
"Saying 'No' to Grow: Lessons in Entrepreneurship from Auctioneer Andy White" 16:28

5M 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

5M 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…

Podcasts Worth a Listen

Certified Exit Planning Advisor Podcasts

Podcasts Worth a Listen