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:
By attending this session attendees will…
- Know 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
Meet the Speaker:
Hear from industry expert Julie Keyes, CEPA.
Thank you to our Sponsors
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Event Location
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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.
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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.
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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.
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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.
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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.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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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.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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.
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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.
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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.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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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 Business Consultant and Certified Exit Planner based in Central Minnesota. Her company, KeyeStrategies has worked with business owners of private companies since 2012. Julie’s been an entrepreneur herself for many years and has won numerous national awards for her work in exit planning.
She a member of the Exit Planning Institute’s Thought Leadership Council and faculty, as well as a contributor to its online Academy. She instructs business owners and advisors from across the country on topics related to exit planning, strategic growth and most recently Artificial Intelligence applications.
Her speaking and teaching engagements for various professional organizations include but are not limited to: Exit Planning Institute, Independent Electrical Contractors Association, MN State Bar Association, MN Society of CPAs, NAIFA, Women in Insurance and Financial Services, Edward Jones, Financial Planners Association, National Association of Women Business Owners, RBC, Merrill, Independent Business Brokers Association, Lincoln Financial Services, Midwest Business Brokers and Intermediaries, LeClair Group, Principal Financial Group and Frost Bank. She has produced several online programs for owners and advisors, both of which can be found on her website.
In addition to teaching and consulting, Julie’s also an author and podcaster. You can find the 2nd Edition of her book “Poised for Exit” on Amazon and Barnes and Noble. Her podcast also called “Poised for Exit” is in its 6th year, with weekly episodes that feature owners and advisors sharing stories, best practices and advice. The show is featured on Apple, Spotify, iHeart, and Google Podcasts.