What Your Numbers Are Telling You

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 play in building a business that is truly exit-ready.

We explore how strong financial processes, smart technology use, and team development are essential for scaling a business and preparing it for a successful transition. Heide also opens up about the emotional side of preparing for an exit, comparing her business journey to raising a fifth child and emphasizing the need for strategic planning long before a sale or handoff is on the horizon.

Our conversation highlights why having the right advisors, operating systems, and financial discipline are key ingredients for any business owner thinking about their future transition. We also touch on the importance of nonprofit financial management, business continuity planning, and why adaptability and self-awareness are vital for long-term success.

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