Best Summit Wealth Partners Podcasts (2025)

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The Hidden Cybersecurity Risks Every Business Owner Should Know 32:00

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8d ago32:00

32:00

| In this episode of Poised for Exit, we sit down with Steve Enzler, Owner and CEO of Tangible Values, a professional services firm supporting the accounting community. Steve shares eye-opening insights into cybersecurity risks that most small businesses and even accounting firms don’t realize they’re exposed to. From new IRS and FTC requirements t…

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Episode 12: Holly Young – Empowering Confidence Through Technology 57:30

11d ago57:30

57:30

Episode 12: Holly Young – Empowering Confidence Through Technology In this episode of Women & the Businesses They Own, Shari Hooper talks with Holly Young, an IT professional and educator who helps seniors build confidence in using technology. Holly shares how patience, purpose, and perseverance have shaped her journey as a woman in tech and a busi…

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Stepping Into a Family Business Built on Service, Safety, and Purpose 27:29

15d ago27:29

27:29

In this episode of Poised for Exit, Erika Scherman, Owner and President of MC Tool & Safety Sales, joins the show to share her journey of stepping into leadership and carrying her family’s business forward. Erika reflects on how she transitioned from a career in the beer industry to running a company centered on service, safety, and strong customer…

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Clearing Space, Finding Peace: Susie Marsh on the Power of Letting Go 52:55

18d ago52:55

52:55

Susie, a professional organizer who helps people clear more than just their homes—she helps them reclaim their peace of mind. We talk about the lessons that live inside everyday messes, what it takes to rebuild after health challenges, and why success sometimes starts with letting go. A powerful episode about resilience, renewal, and redefining wha…

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Grit, Guidance & Growth: Lori LaClair of Natural Northern Foods 40:41

18d ago40:41

40:41

Just Launched: Episode 1 of the Women & the Businesses They Own Podcast! My guest Lori LaClair from Natural Northern Foods. After months of vision, planning, and passion, I'm proud to share the first episode of a podcast dedicated to amplifying the voices of women entrepreneurs. 💼💪 This episode dives into Lori's grit, her mentor and where she is to…

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Building a Business That Serves: Kelly Poll Syren of Voyage Benefits, LLC 54:46

18d ago54:46

54:46

In this episode, I sit down with a truly inspiring woman Kelly Poll Syren whose journey in health and Medicare insurance Voyage Benefits, LLC is filled with purpose, passion, and hard-earned wisdom. We talk about building a business that serves, finding courage in transitions, and how women are redefining success on their own terms. ✨ Whether you'r…

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Breaking Bias, Building Results: April Wells of Gauthier Family Home Care 36:08

18d ago36:08

36:08

This was a great podcast with April Wells, owner of Gauthier Family Home Care. I loved when she said "Results Speak Louder Than Bias" and everything else. Enjoy and let me know what you think too. This podcast is presented by Summit Wealth Partners, LLC, a registered investment adviser that only conducts business in jurisdictions where it is proper…

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Serving Seniors, Building Dreams: A Conversation with Laura Kelso 47:33

18d ago47:33

47:33

This episode with Laura Kelso from Kelso Homes and creator of the series GR Savvy Seniors was unique and fun because she started her career in the early days with Pampered Chef before growing it into real estate and working with a unique niche with seniors. Listen in and let me know what you think and don't forget to share it too. This podcast is p…

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Helping Women Rise: Jennifer Kok and the Power of Next Wave Business Coaching 41:53

18d ago41:53

41:53

Episode 5 with Jennifer Kok, owner of Next Wave Business Coaching. This podcast is presented by Summit Wealth Partners, LLC, a registered investment adviser that only conducts business in jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorseme…

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Fermenting Success: How Courtney Lorenz Built Cultured Kombucha 46:21

18d ago46:21

46:21

Courtney Lorenz, founder of Cultured Kombucha, has been redefining wellness drinks for over a decade. At just 34, she’s already 10 years into building a business that combines flavor and function — helping people eat well, live well, and enjoy every sip. In this episode, she shares her entrepreneurial journey, the challenges of growing in a competi…

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Clearing the Clutter: How Melanie Built Willis Bookkeeping Services 40:02

18d ago40:02

40:02

Melanie, the founder of Willis Bookkeeping Services - Clear Biz Clutter. For decades, she’s been in the world of accounting, but a couple of years ago, she took a leap—leaving behind the safety of a steady role to start her own business. Listen to her story here. This podcast is presented by Summit Wealth Partners, LLC, a registered investment advi…

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Redefining Patient Care: Dr. Lara Baatenburg on Building Concierge Medicine of West Michigan 49:08

18d ago49:08

49:08

Guest: Dr. Lara Baatenburg | Concierge Medicine of West Michigan In this episode, I sit down with Dr. Lara Baatenburg, founder of Concierge Medicine of West Michigan, which opened its doors in September 2024. Dr. Baatenburg brings an incredible academic background, with degrees from Calvin University, Wayne State University, and Michigan State Univ…

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Designing a Life You Love: Jessica’s Journey from Family Roots to Entrepreneurship 40:10

18d ago40:10

40:10

Jessica grew up in the charming town of Niles, Michigan, famous for its apple festival and history as the hometown of Aaron Montgomery Ward, founder of Montgomery Wards. After attending Grand Valley College—before it became a university—Jessica built her life in West Michigan, raising three amazing kids who are now thriving adults. She loves cheeri…

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Building a Legacy: Kristle Teague’s Journey from Litigator to Law Firm Owner 56:28

18d ago56:28

56:28

Kristle was born and raised in Kentwood, Michigan, and her roots in this community run deep. After graduating from East Kentwood High School and earning her degree at Grand Valley State University, she stepped into the legal world and never looked back. Over the last 20 years, Kristle has worn many hats—litigator, advisor, mentor, and now business …

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Rethinking HR and Virtual Assistance for the Modern Workplace 24:35

22d ago24:35

24:35

In this episode of Poised for Exit, we sit down with Ailee Nelson, Founder and Owner of Approach HR and The VA Solution. Ailee shares how she built two distinct businesses that address different, yet equally important, needs in today’s workplace. Through Approach HR, she helps companies strengthen compliance, retention, and organizational developme…

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Why Clean Financials Build Trust and Drive Better Business Transitions 29:31

1M ago29:31

29:31

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 a…

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Building Stronger Teams and Business Value Through EQ and AI 28:24

1M ago28:24

28:24

In this episode of Poised for Exit, we sit down with Heather Polivka, Founder and CEO of Awesome People Leaders, to explore how leadership, culture, and emotional intelligence drive real business value. Heather shares how her firm helps organizations close leadership gaps, reduce disengagement, and elevate team performance. At the center of our con…

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What to Expect at the EPI Regional Summit 2025 19:57

1M ago19:57

19:57

The Twin Cities business community is preparing for one of the year’s most anticipated gatherings: the EPI Regional Summit. In this week’s episode of Poised for Exit, we’re joined by Todd Krough, President of the EPI Twin Cities Chapter and Wealth Advisor with UMB Bank, for an inside look at what attendees can expect on October 9 at Union Depot in …

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How to Pass Down Real Estate Wealth Without the Tax Burden 23:18

2M ago23:18

23:18

In this episode of Poised for Exit, we sit down with Nolan Gaffney, and Yan Arsenault, of Trust Point Inc., to explore real estate strategies that can transform how business owners and families protect their wealth. With trillions of dollars in real estate expected to pass from one generation to the next, the conversation couldn’t be more timely. N…

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Exit Planning in the Age of AI: Building Smarter Strategies 28:00

2M ago28:00

28:00

In this episode of Poised for Exit, we are joined by Erik Gabrielson, co-founder of ProjectWe. Erik returns to the show to share how his firm is helping business owners and professional services leaders navigate one of the most disruptive forces of our time: artificial intelligence. The conversation begins with Erik’s own journey of adopting AI in …

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Next Chapter Partners: Preparing Owners for Life After Exit 29:59

2M ago29:59

29:59

In this episode of Poised for Exit, we sit down with Marianne Oehser, and Susan Latremoille, of Next Chapter Lifestyle Advisors, for a conversation about the often-overlooked emotional side of exiting a business. With combined backgrounds in financial advising, corporate leadership, and retirement coaching, Marianne and Susan bring a unique perspec…

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Laying the Foundation for a Legacy 24:35

2M ago24:35

24:35

In this episode of Poised for Exit, we sit down with Kathleen Wickstorm, CEO of Spec 7 Group, a construction company specializing in waterproofing and protecting commercial buildings. Kathy shares her unusual journey from a career in healthcare to running a successful construction business, and how she has grown Spec 7 Group into a trusted partner …

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Frameworks For Success 26:49

3M ago26:49

26:49

In this episode of Poised for Exit, we sit down with Liz Ennenga, CEO and Founder of Quad E Companies, Inc. to explore her inspiring transition from the corporate world to becoming a 100% shareholder of her own contracting firm. Liz shares how she left a successful corporate career at Target to launch Quad E, an excavation company focused on small …

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Behind the Scenes of Starting and Scaling a Business 26:22

3M ago26:22

26:22

In this episode of Poised for Exit, we sit down with Erica Haataja, owner of Nordic Shine LLC to uncover how she and her husband built a refined construction-site cleaning business that thrives on purposeful systems and real connection. Erica breaks down Nordic Shine’s standout services - whether it’s post-construction clean-ups for commercial site…

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How the M&A Summit Helps Business Owners Plan Their Next Move 19:21

3M ago19:21

19:21

In this episode of Poised for Exit, we sit down with Matt Silasiri, Vice President of Business Development at True North M&A, to talk all about the upcoming 3rd Annual M&A Summit, happening September 17th at the JW Marriott at Mall of America in Bloomington, MN. This exclusive event is designed for business owners, advisors, and industry profession…

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Smart Risk Management for Growth and Exit 27:10

3M ago27:10

27:10

In this episode of Poised for Exit, we sit down with Shalin Johnson, Vice President of Business Insurance at Marsh McLennan Agency, to talk about how risk management can increase company value and support smoother business transitions. With 25 years of experience and a focus on manufacturing clients, Shalin shares why risk management is more than j…

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The Role Financial Planning Plays in a Successful Exit 28:05

4M ago28:05

28:05

In this episode of Poised for Exit, we sat down with John Schwalbach, partner and financial advisor at Freedom Financial Partners, to talk about how financial planning plays a critical role in the success of any business exit. John brings a unique perspective as both a financial expert and entrepreneur. He shared stories from his work with business…

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What Makes a Business Sellable 26:39

4M ago26:39

26:39

In this week’s episode of Poised for Exit, we sit down with Jacob Petersen, a board-certified M&A intermediary who breaks down what really makes a business attractive to buyers. Jacob shares his journey from accounting to business brokerage and explains how he helps privately held business owners understand and increase the value of their companies…

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Leading With Grit and Growth 25:51

4M ago25:51

25:51

Some of the most successful businesses start with a simple idea and a whole lot of determination. In this week’s episode of Poised For Exit, we sit down with Esme Miranda, founder of a fast-growing cleaning company, Squeaky Services. Esme shares how a small effort to support her family during the pandemic turned into a full-scale operation offering…

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Fit For Transition 27:54

4M 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…

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

4M 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…

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What Works in Family Business Succession 28:55

5M 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. …

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Sales Tax and What Sellers Overlook 23:44

5M 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…

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

5M 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…

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

5M 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…

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Estate and Tax Planning for Business Exits 28:38

6M 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…

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Private Equity With Purpose 29:05

6M 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…

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What Your Numbers Are Telling You 26:33

6M 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…

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The Human Side of a Successful Exit 20:33

6M 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…

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

7M 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…

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The Power of Professional Collaboration in Exit Planning 26:38

7M 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…

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How to Prepare Your Sales Process for Exit 24:04

7M 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…

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Unlocking the Path to a Smooth Business Exit 25:02

7M 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…

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

8M 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 …

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The Power of Partnership in Business 27:13

8M 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…

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Succession Strategies: From Family Business to Legacy 35:52

8M 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…

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

8M 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…

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

8M 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…

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

9M 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…

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

9M 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…