Building a collaborative team where everyone wins can be more difficult than you think, especially if you are new to exit planning. Julie Keyes, a well-known, award winning CEPA has many years of collaboration experience and is going to share her best practices and secrets of success with you in how she has not only built her team over the years, but how her team has helped her build her practice. You’ll leave this session with actionable steps to build your own collaborative dream team for the benefit of everyone involved.
Learning Objectives:
- Learn best practices in choosing right-fit team members to work with
- Learn how to build a strong network for the benefit of your client and you
- Identify situations where specialized advisors are necessary
- Learn how to establish a collaboration process by working case studies of real client situations
- Learn best practices in giving and receiving great referrals
Event Details
Who Should Attend?
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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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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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Professional Advisors
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Business Consultants
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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.
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.