Exit Planning Institute

Position your practice for exponential growth with:

Accelerate Your Exit Planning Practice

Course Overview

As a professional advisor, consistently executing within an established system provides you with significantly more potential to grow your practice faster  than if you followed no plan.

During this course, presenter Julie Keyes (value advisor, author, podcaster, and award-winning CEPA), will take you through everything she has learned and experienced in building her own exit planning practice. Giving you a better understanding of key areas to focus on in order to implement these strategies and systems into your own business. 

Attendees will gain further knowledge on:

  • Identifying critical goals, initiatives, and KPIs for your practice
  • Planning and implementing a strategy around exit planning services
  • Growing your practice significantly with consistent execution

Downloadables Offered in This Course:

  • Case Study Content Checklist
  • "Professional Advisor Ranking" Exercise 
  • "Spreading the Word" Exercise
  • Strategic Action Worksheet
  • SWOT Analysis Template

This course is approved for Continuing Education credit at the following organizations:

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Course Details

EPI Academy Brochure

For more details on other EPI Academy courses, download the brochure.

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Course Curriculum:


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About the Instructor

Julie Keyes is the founder and owner of KeyeStrategies, LLC and has been an entrepreneur the majority of her life. As the founder and operator of several companies, she understands what keeps an owner up at night and the balancing act required to work both ‘in’ and ‘on’ the business.  Having outside perspective and mentoring made all the difference for her, as she spent years growing and improving her companies before selling and becoming a business adviser in 2011.

As a Certified Exit Planning Adviser and Value Growth Adviser, she works with business owners who seek to understand and maximize their exit and critical transition options. She is the President Emeritus of the Exit Planning Institute Twin Cities Metro Area Chapter (2016-2020) and a faculty member for their CEPA Program. In addition, Julie was awarded EPI’s 2017 and 2022 “Thought Leader of Year”. Her speaking engagements bring her across the country delivering her exit planning expertise to owner and adviser groups alike. 

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