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   Jumpstart Your Exit Planning Practice

Business exit planning launch program for professional advisers

Professional Advisers: Ensure Your Business Exit Planning Success

One of the biggest challenges you’ll encounter as an Exit Planner is figuring out how to integrate Exit Planning with your current professional practice. How do you align the services you have delivered in the past with those you want to add now that you’re an exit planning advisor? With Julie’s expertise leading the way, you’ll discover how to successfully create and implement a business exit strategy consulting action plan.

Virtual Workshop Outline

When you become a part of the Jumpstart Program, you gain access to Julie’s curriculum that walks you through the steps in establishing a successful exiting planning advisor practice. Register below.

Over the course of 5 dates, you’ll work towards:

 

Topics you’ll learn during the workshop:

Invest your time and resources into a program that pays dividends later.

2021 Program Dates

Program 1 – Thursdays / 9:00-10:30 AM CST

  • February 18, 2021
  • February 25, 2021
  • March 4, 2021
  • March 11, 2021
  • March 18, 2021

Program 2 – Fridays / 9:00-10:30 AM CST

  • June 4, 2021
  • June 11, 2021
  • June 18, 2021
  • June 25, 2021
  • July 9, 2021

Program 3 – Fridays / 9:00-10:30 AM CST

  • November 12, 2021
  • November 19, 2021
  • December 3, 2021
  • December 10, 2021
  • December 17, 2021

 

Intro to Jumpstart your Exit Planning Practice:

 

The Jumpstart Program Goal:

See what past workshop participants have to say:

“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.”

M.E.
Key Private Bank

“This was one of the best training programs I’ve attended. Julie shared great insight on how to go about building a practice including some “proven” tips based upon her personal experience. I highly recommend this class to anyone starting a practice. I can’t thank you enough!

Workshop Participant

“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 
Senior Manager of Taxation

“Julie – this was excellent and timely for me. Please let me know when you are ready to offer a follow on course. I also appreciated the material you have sent us, and the 30 minute call. I still have so many questions as I try to establish a model to scale my exit planning practice – your insights are invaluable for me right now.”

R.S. 
Investment Banker

“Thank you for the awesome workshop you delivered last week on your Jumpstart Program and all of the great follow up resources. Very high value, practical and immediately implementable! Was very grateful I signed up for this!”

C.J. 
Private Wealth Advisor

“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!”

M.H.
Managing Partner, Waterfront Financial Group

“Julie is likable and trustworthy. She made great material more compelling.” 

Workshop Participant

JumpStart II: The Next Thing for CEPA's

JumpStart II is the secondary program for those who have taken the first JumpStart program. JumpStart II will take it up a notch, and you can expect well more than what you paid for, just like last time. Julie is never shy when it comes to sharing tools and best practices, as you know, and JumpStart II will include just that. 

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