Marketing Your New CEPA Business


Marketing Your New CEPA Business

You worked hard and passed your CEPA exam, now how do you jumpstart your new exit planning practice? Julie will show you some key strategies that will get your business moving fast. She will show you how to integrate exit planning with your current professional practice, how to align the services you have delivered in the past with those you now want to add as a Certified Exit Planning Advisor.


Learning Objectives:

  • Find out how to get your practice off the ground.
  • Find out how to build a collaborative team.
  • Find out how to stay focused.
  • Find out how to spread the word.


About the Presenter:

Hear from guest presenter, Julie Keyes, Founder – KeyeStrategies, LLC.

Meet the Presenter


Thank you to our Sponsors:



The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter

Julie Keyes

Julie Keyes

Founder - KeyeStrategies, LLC

Meet Julie Keyes.

Speaker, Podcaster and Author: Julie speaks and instructs at a national level on the topics of Exit and Transition Planning. As a Certified Exit Planning Advisor (CEPA) with more than 28 years’ experience in business planning, development and management, Julie has plenty of stories to share that audiences can relate to, whether they are business owners or the advisers who represent them. They learn from and are engaged by the content she delivers and at a very actionable level.
Julie wrote a book called “Poised for Exit” and in conjunction with it produced a podcast of the same name which complemented each other in providing solutions and best practices for privately held companies who need to plan for and implement a future business exit. Both the book “Poised for Exit” and the podcast “Poised for Exit” (found anywhere you listen to podcasts) are collaborative works with organizations she trusts and respects.

Business Strategy: Julie’s years of experience in business ownership and management have provided her with the kind of hands-on knowledge that is earned over time and gives her a unique edge when working with a business owner or speaking to groups. She specializes in Growth Strategy and Exit Planning for business owners with revenues of $5-30M.

Julie also teaches and speaks to professional advisors across a range of disciplines on the subject of Exit and Transition Planning to better educate them in the Exit Planning Process. Her approach to the process is and always has been collaborative, hence her nickname “The Collaborator”.


North Hennepin Community College, AAS, Marketing and Sales

University of Minnesota – Twin Cities, Marketing


Certified Exit Planning Advisor