Jumpstart Your Exit Planning PracticeCourse
Whether you are a recent graduate of an exit planning program, transitioning into offering value acceleration and transition planning or are looking to better structure your practice, Jumpstart will help ensure you gain traction and grow.
Path to Success Advisor ProgramCourse
It's time to reimagine your traditional approach to client interactions. Alongside professional advisors, discover why you need to move away from a solutions-based approach and instead lead with curiosity, meaningful discovery and active listening.
Marketing and business development tips to help spread the word
Define your process to master practice execution
Establish a structured approach for owner client and prospect engagements
The Path to success program includes live virtual interactive sessions, a cohort approach and one-on-one coaching opportunities to accelerate learning
Both programs include video lessons and exercises to help you get the most from the program
Julie is a Certified Exit Planning Advisor and Value Growth Advisor. She works with business owners who seek to understand and maximize their exit and critical transition options. She founded the Exit Planning Institute Twin Cities Metro Area Chapter in 2016, serving as president until 2020, and is a faculty member for their CEPA program. In addition, Julie was awarded EPI’s 2017 “Leader of Year”.
Julie recently released her first book “Poised for Exit” which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, of the same name, provides content relevant to business owners and advisors alike.
Julie built Jumpstart – powered by KeyeStrategies to help fellow advisors focus their intentions and efforts to promote themselves and their knowledge as value acceleration and transition planning professionals.