Jumpstart Your Exit Planning Practice Live Workshop
Join a group of advisors for
Live Virtual Workshop
Join instructor Julie and a group of advisors for a live virtual workshop.
This session will include a 90 minute session led by Julie Keyes, an experienced exit planner and entrepreneur. Join a cohort of other professional advisors to focus in on the key strategies and tools to build your practice.
Program Outline
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Welcome
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How it works
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About this course
- $199.00
- 2 lessons
- 0 hours of video content
Instructor
RFN Instructor Julie Keyes
Julie Keyes is the founder and owner of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for business owners of lower middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands owner motivations and the balancing act they require to work both ‘in’ and ‘on’ the business.
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.
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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.