Professional Collaboration: When it Works,

Everyone Wins

WEST MICHIGAN CHAPTER EVENT

Professional Collaboration: When it Works, Everyone Wins


Maximizing a client’s exit outcome requires a team approach. Best-in-class advisers practice and strategize on this approach as much for their benefit as for their client’s. When a good team comes together, great things happen and keeps us coming back for more. Attend this Chapter meeting to learn how you can improve upon your collaboration skills and thereby improve the outcomes for all involved. When everyone wins, it perpetuates stronger relationships, happier clients and compounded success.    

Learning Objectives:

  • How to Assemble a Rockstar Collaborative Team  
  • Best Practices in Team Communication and Collaboration  
  • Building a Network that contributes to your Net Worth  
  • Strategies for Spreading the Word as a Collaborative Professional  

About the Presenter:

Learn from industry expert Julie Keyes, CEPA, Founder and President of KeyeStrategies, LLC.

Meet the Presenter

This meeting will be held virtually through Zoom.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI West Michigan 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 www.EPIGrandRapids.org.

About the Presenter


Julie Keyes, CEPA

Julie Keyes, CEPA

Founder and President of KeyeStrategies, LLC

Meet Julie Keyes, CEPA:

Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit transition consulting for owners of lower and middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands what keeps owners up at night.  

She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member and regular content contributor, and winner of EPI’s “Thought Leader of Year” in 2017 and 2022.  

She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for the financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank 

Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit,” provides content relevant to business owners and advisors alike and can be found on all major podcast platforms.  

She also produced an online course specifically to help advisers educate their clients on prospects on the process of Exit Planning called “Business Transition Readiness.” 

On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, so when she’s not working, she’s spending time with them doing something fun active and outdoors.   

You can reach her at: julie@keyestrategies.com or 763-350-5563  

Websites: https://keyestrategies.com/ and  https://www.poisedforexit.com/