As advisors, we know strategic planning is essential for true scalability in any business. We recommend this practice to our clients to scale and better position themselves, but what about our own business? It’s been said “If you fail to plan, you plan to fail”. Learn the primary components of strategic planning and come away with an outline you can implement for your own practice. You’re running a business as much as a practice, so let’s learn to treat it more like a business!
Learning Objectives:
- It all starts with a SWOT Analysis.
- Identify your own Core Values.
- Prioritize what you really want by setting short- and long-term goals that will get you there.
- Determine Key Performance Indicators to measure your progress.
- Learn methods for staying accountable to your plan.
About The Presenter:
Hear from industry expert, Julie Keyes.
Event Location
Event Details
Who Should Attend?
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
-
Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
-
Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
-
Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
-
Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
-
Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
-
Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
-
Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
-
Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
Private Business Owners
-
Members of Family Business Boards
-
Professional Advisors
-
Business Consultants
-
Other Business Professionals
-
Business Owners
-
Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Julie Keyes is a CEPA and Value Advisor based in Minneapolis, MN. Her company, KeyeStrategies is focused on owners in the lower middle market. She’s been an entrepreneur for many years.
Julie became a CEPA in 2015 and launched the Twin Cities EPI Chapter in 2016. She’s an instructor for the EPI Academy and a long-time faculty member for the CEPA Program. She is a two-time recipient of EPI’s “Thought Leader of Year” in 2017 and 2022. In addition, she was nominated for “Exit Planner of the Year” in 2023 and was honored as a recipient of EPI’s “Circle of Excellence” in 2024. Additionally, Julie is the recipient of the “Top Women in Finance” award by Finance & Commerce in 2023.
Her speaking and teaching engagements for various professional organizations include but are not limited to: MN State Bar Association, MN Society of CPAs, Independent Electrical Contractors Assn, NAIFA, Women in Insurance and Financial Services, Edward Jones, Financial Planners Assn, NAWBO, RBC, Merrill, UBS, LIMRA, Trust Point, Independent Business Brokers Assn, Lincoln Financial Services, Midwest Business Brokers and Intermediaries, LeClair Group, Principal Financial Group and Frost Bank.
In 2021, Julie released the 2nd Edition of her book “Poised for Exit” and produces a weekly podcast, also called “Poised for Exit”, found on all major podcast platforms as well as MN radio station, KRWC.