Julie Talks about her Game Changing Programs for Advisors! Artwork

Poised for Exit

Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a growth strategy, how to sell on your terms, exit planning for women small business owners, handling business diversity, and how to sell a family business. Whether you’re planning an exit in the near future or not, this show will provide you with the same action-oriented content that Julie utilizes while consulting with Keyestrategies clients. Building an exit strategy can be overwhelming, especially with all the decisions and details you have to consider. “Poised for Exit” will simplify the process and help you unwrap the unknowns, giving you more confidence in your planning process. Previous episodes are available for download, so if you are new to our show, you can listen to them in any order that suits you. Join us each week for timely, relevant content that will surely impact your business exit outcome! Subscribe to our newsletter below to receive your weekly episode link and stay updated on new strategic planning content. Find “Poised for Exit” on Spotify, Apple Podcasts, Google Play, iHeart Radio, Amazon Music, and others. Thank you to our Sponsors: Sunbelt Business Advisers and JAK CPA's. A special note of thanks to Tyler Keyes who produced the music for the “Poised for Exit” show.

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Poised for Exit

Julie Talks about her Game Changing Programs for Advisors!

November 06, 2024 • Julie Keyes • Season 1 • Episode 218

In this episode, Julie shared the content of her popular virtual programs for advisors.

But why? As Julie says “when you lack a process for this work, you will lose opportunities to generate additional revenue. Not only that, but your client also misses out.”

She says "Your clients need you to know how to navigate the exit planning process and for you to direct them along the way. If you plan to execute any part of the exit planning process, this course will help you understand practical applications and HOW to get it off the ground!"

She said so many advisors have come to her over the years seeking help with how to develop a successful exit planning practice. Julie has generously helped hundreds of advisors over the past 8 years and these courses are designed to gain a very quick rate of return. If you implement what she teaches, you will be successful in the exit planning space.

The next "Advisor Program for CEPAs" starts January 10! Register Here
The next "CEPA Cohort" starts January 9! Register Here

Julie will be hosting two information sessions on these programs.
November 7th Webinar Registration
December 3rd Webinar Registration

Don't let your CEPA credential sit on ICE for another year! Take advantage of these programs and shorten your learning curve to a successful exit planning practice!

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