In this episode of Poised for Exit, we welcome Eric Mitchellette, Founder and President of Strategic Business Coach,Inc.

Eric shares how business owners can identify and repair cash flow challenges, rebuild trust with their banks, and strengthen the overall financial health of their organizations. With decades of experience as a CFO and turnaround advisor, he offers actionable strategies for improving receivables, creating financial visibility, and fostering productive banking relationships that endure through both good times and bad.

Julie and Eric also discuss the most common warning signs of financial distress, the importance of transparent communication with lenders, and how a qualified financial leader can help companies prevent crisis, stabilize operations, and prepare for sustainable growth.

Packed with valuable lessons and real-world examples, this episode is a must-listen for business owners who want to stay financially strong, resilient, and ready for what’s next.

Connect with Eric here

Learn more about Strategic Business Coach, Inc. here

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

| 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 to real-world data breach examples, this conversation sheds light on what every business owner needs to know about protecting client information.

You’ll learn about the Written Information Security Plan (WISP) now required for accounting firms, what “personally identifiable information” (PII) really means, and the practical steps any business can take to protect themselves and their clients.

Steve also explains how WispBuilder.com, one of Tangible Values’ latest innovations, helps firms easily comply with cybersecurity mandates and avoid devastating fines and data breaches.This is part one of a two-part discussion.

Don’t miss part two in a few weeks, where Steve dives deeper into real cases and evolving threats.

Learn more about Tangible Values here

Resources mentioned:

WispBuilder.com: Build and maintain your written information security plan.
IRS Publication 4557: Safeguarding Taxpayer Data: A Guide for Your Business.
New York Attorney General Settlement Announcement: Press release referenced in this episode.

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

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 relationships. She discusses the challenges of business succession, managing growth as a small company, and thoughtfully integrating technology like AI while maintaining a personal touch with every client.

Together, Erika and Julie explore what it means to lead with purpose, balance legacy with innovation, and find fulfillment in work that keeps people safe and connected.

Erika's story is an authentic look at the evolution of a family business and the mindset it takes to build lasting success.

Learn more about MC Tool & Safety Sales here

Connect with Erika here

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