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Hear From KeyeStrategies’ Clients and Partners

“I have been a part of the local Twin Cities Exit Planning Institute since its inception in May of 2016. There has been incredible engagement with the Business Advisor Community who now have a forum to collaborate and ultimately better prepare Business Owners for a successful exit. I would credit Julie, who has been the Chapter President since the beginning, for the phenomenal success of the chapter because of her tremendous passion and leadership skills.”

Todd KroughTealwood Asset Management

“The one day course was fantastic! Well worth the extra time and investment to further along our practice. The day was a mix of presentation, discussion, and development of materials for our company. We implemented ideas discussed during the course within the first week, and are already seeing the benefits. I would recommend the course to anyone who is looking to kick start their exit planning practice.”

Michael EllaKey Private Bank

“I have know Julie for 3 years and Julie is truly one of the leaders in the Exit Planning Institute (EPI) ecosystem. This is evidenced by Julie being recognized last year as the EPI “Leader of the Year”. Julie is also President of the Twin Cities EPI Chapter and has built the chapter from inception to a thriving organization with her foucs on collaboration of business advisors. Julie is also a national presenter in her capacity as faculty member for EPI. I have personally seen Julie speak to groups including at the annual EPI International Summit. She obviously knows her stuff and delivers presentations with her pleasant personality in an easy to comprehend manner.”

Mike TrabertSkoda Minotti

“I have seen Julie in action as a speaker in several capacities and each time she has delivered great, actionable content. She spoke during our General Sessions and Breakout’s for our recent Owner’s Forum event and received excellent feedback on her delivery and topic knowledge. When you attend a talk or workshop delivered by Julie Keyes, you will always come away feeling empowered that you can tackle the challenges she addresses, because she gives you the tools and action items you need to get them done. I would highly recommend her speaking and and consulting services for any business owner or professional adviser organization.”

Nicki Vincent ACG Minnesota

“I’ve interacted with Julie many times over the years, she has always added value to my clients and events. Her talks have been relevant, impactful, and valuable to the audience. I look forward to more joint activities in the future.”

Rick Brimacomb Brimacomb + Associates

“Great job, Julie! I appreciated the way the forum helped us to collaborate as a group, sharing stories and best practices. The sharing spurred new ideas I may not have previously thought of. Thank you!”

Mark Hegstrom Managing Partner, Waterfront Financial Group

“Julie has been instrumental in helping us sharpen our vision for our law firm over the past year. She has strong skills in strategic planning, and her objective perspective and willingness to share her thoughtful insights about how we can improve have helped catapult us to the next level. She not only has helped us define and implement our plans for our firm, but she has provided important coaching to every employee at our firm, helping each individual find their full potential. Our investment in her services has been extremely worthwhile.”

Erin Turner  Johnson / Turner Legal

“I have been working with Julie Keyes as my Business Coach since March 2014 and she has literally changed the course of my career. Julie was able to help me reach down deep, to get really clear about my goals and dreams. This process resulted in the birth of an entirely new business in the last year. Not only that, Julie has helped me to manage the transition of launching a new business,while still maintaining my existing business. She has provided invaluable guidance, resources and encouragement, at each step of the journey. I cannot imagine where I would be without her. If you are considering working with Julie, do it. It will be the best decision you could make, to be successful in everything you are aiming to achieve!”

Jennifer Konieczny JD Mentor

“Julie is keeping me accountable to my goals. Her belief that I will be successful is very encouraging. Knowing I will see Julie for our coaching sessions keeps me working on my goals. She helps me get unstuck.”

Tammi Rosenbloom  Walk Talk Therapy, LLC

“With company growth comes the need to grow managers into key positions and successfully plan an exit strategy. Julie has helped me identify the potential rising stars and has worked with them individually to groom their talents to match the company needs.”

Lori Bauer – OwnerClimate Makers

“We’re glad to have Julie to challenge our thinking, bring outside experience and perspective to our leadership team, and continue to push our limits as we grow and change our organization.”

Tony Morse – PresidentMenttium Corporation

“There are so many things I have accomplished with Julie’s direction, coaching and focus. I do know my company is doing better today because of how Julie has challenged me, made me stretch, and provided accountability.”

Lori Moen – President Viking Trophies & Recognition

“Julie brings a clarity and focus to her coaching that has been so helpful. Even though my business is small, it can still be lonely “at the top.” Her experience and outside perspective has kept me on track with our strategy to add company value every step of the way.”

Anne Kelly – PresidentJunonia, Ltd.

“Julie gave a business strategies/best practices webinar to my customers. It was excellent and extremely well received. So well received I’ve asked her to give a presentation at our Trade Show and Hort Academy. My customers wanted more of what Julie had to say!!”

Steve JonesTessman Company

“I recently attended the workshop series taught by Julie Keyes and found it to be well worth the money. Every session was literally packed with invaluable information, and Julie additionally sent us links to numerous sites after each session. My associate and I are both new Certified Exit Planning Advisers and frankly were floundering a bit on the marketing of our new business, but Julie gave us a terrific jump-start and a logical plan of action for getting our new venture off the ground. The course was worth every penny and much, much more.”

Rachel Alexander, CEPA, CPASenior Manager of Taxation


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