Exit Planning Institute - Find a CEPA

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.

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